Ishares Tr (IBTO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (IBTO) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTO has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), IBTO gained -1.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (IBTO)

83 + Investors. Track Smart Money conviction in IBTO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IBTO

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IBTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

84 hedge funds hold IBTO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

55 buying27 selling

Last quarter: 55 funds were net buyers (15 opened a brand new position + 40 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 14 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 31% long-term, 30% new

■ 31% conviction (2yr+) ■ 39% medium ■ 30% new

Of the 84 current holders: 26 (31%) held >2 years, 33 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~15 new funds/quarter

20 → 11 → 14 → 11 → 15 new funds/Q

New funds entering each quarter: 11 → 14 → 11 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 26% veterans, 49% new entrants

■ 26% veterans ■ 25% 1-2yr ■ 49% new

Of 84 current holders: 22 (26%) held 2+ years, 21 held 1–2 years, 41 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

11 of 84 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	83	77	7.79%
13F Shares	13M	12M	6.91%
Total Value	$318M	$304M	4.7%
New Positions	15	11	+4
Increased Positions	39	41	-2
Closed Positions	9	7	+2
Reduced Positions	19	15	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

7.79%

13F Shares

13M

12M

6.91%

Total Value

$318M

$304M

4.7%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBTO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PFG Private Wealth Management, LLC	5.40%	492,749	$12.7M
2	Chatham Capital Group, INC.	2.37%	668,895	$16.3M
3	Headland Capital, LLC	2.15%	312,598	$7.6M
4	GLOBALT Investments LLC / GA	2.10%	2,411,272	$58.8M
5	Accretive Wealth Partners, LLC	0.95%	138,531	$3.4M
6	Krilogy Financial LLC	0.88%	1,122,281	$27.4M
7	Probity Advisors, Inc.	0.76%	197,074	$4.8M
8	Atlantic Union Bankshares Corp	0.68%	1,460,096	$35.6M
9	Confluence Investment Management LLC	0.41%	1,081,896	$26.4M
10	Fagan Associates, INC.	0.33%	97,677	$2.4M
11	Greater Midwest Financial Group, LLC	0.31%	23,547	$574K
12	Reliant Wealth Planning	0.23%	30,643	$747K
13	Keeler Thomas Management LLC	0.19%	18,609	$454K
14	Jim Saulnier & Associates, LLC	0.17%	13,944	$340K
15	L2 Asset Management, LLC	0.13%	54,099	$1.3M
16	Mechanics Bank Trust Department	0.11%	33,000	$805K
17	PFG Advisors	0.10%	87,769	$2.1M
18	JPL Wealth Management, LLC	0.10%	17,403	$424K
19	Atlantic Private Wealth, LLC	0.06%	3,901	$95K
20	Snowden Capital Advisors LLC	0.05%	84,819	$2.1M
21	Guidance Point Advisors, LLC	0.05%	8,516	$208K
22	Clayton Financial Group LLC	0.03%	2,710	$66K
23	CNB Bank	0.03%	3,211	$78K
24	Hyposwiss Advisors SA	0.03%	1,120	$27K
25	Noble Wealth Management PBC	0.02%	2,000	$49K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (IBTO)

What does the Smart Money Trend signal show for IBTO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBTO?

More buyers than sellers — 67% buying: Last quarter: 55 funds were net buyers (15 opened a brand new position + 40 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTO holders?

Strong quality — 21% AUM from major funds: 11 of 84 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IBTO?

Mixed — 31% long-term, 30% new: Of the 84 current holders: 26 (31%) held >2 years, 33 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ishares Tr (IBTO) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTO has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), IBTO has gained -1.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Tr (IBTO)

Smart Money Signals — IBTO

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 31% long-term, 30% new

Steady discovery — ~15 new funds/quarter

Mixed cohorts — 26% veterans, 49% new entrants

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — IBTO

Hedge Fund Ownership: IBTO

Market Analysis: IBTO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTO

Is It Too Late to Buy Ishares Tr (IBTO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBTO

Statistics: IBTO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBTO)

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